Wealth Enhancement Advisory Services
XYL icon

Wealth Enhancement Advisory Services’s Xylem XYL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.57M Buy
47,694
+18,694
+64% +$2.16M 0.01% 947
2026
Q1 		$3.52M Sell
29,000
-4,133
-12% -$542K 0.01% 1086
2025
Q4 		$4.68M Sell
33,133
-1,585
-5% -$228K 0.01% 1051
2025
Q3 		$5.14M Buy
34,718
+831
+2% +$115K 0.01% 932
2025
Q2 		$4.48M Sell
33,887
-17,195
-34% -$2.08M 0.01% 947
2025
Q1 		$6.1M Sell
51,082
-1,319
-3% -$163K 0.01% 752
2024
Q4 		$6.08M Buy
52,401
+4,052
+8% +$512K 0.01% 732
2024
Q3 		$6.53M Buy
48,349
+6,038
+14% +$808K 0.01% 647
2024
Q2 		$5.74M Sell
42,311
-2,454
-5% -$334K 0.01% 650
2024
Q1 		$5.79M Sell
44,765
-29,985
-40% -$3.62M 0.02% 625
2023
Q4 		$8.55M Buy
74,750
+392
+0.5% +$39.1K 0.02% 477
2023
Q3 		$6.77M Buy
+74,358
New +$7.67M 0.02% 501
2017
Q1 		– Sell
-28,555
Closed -$1.41M – 182
2016
Q4 		$1.41M Buy
+28,555
New +$1.45M 0.17% 71

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's XYL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Xylem (XYL) stake by 64% in Q2 2026, buying an estimated $2.16M and bringing the position to 47,694 shares worth $5.57M. The position accounts for 0.01% of the portfolio, ranked #947.

Wealth Enhancement Advisory Services first reported a position in XYL in Q4 2016 and has held it in 13 quarters since. The position peaked at $8.55M in Q4 2023. 205 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 47,694 shares of Xylem worth $5.57M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,694 Xylem shares in Q2 2026, an estimated $2.16M.
  • Xylem made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #947 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xylem in Q4 2016 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Xylem position peaked at $8.55M in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.